Limit Up! Capital Markets & Crypto

Limit Up! Capital Markets & Crypto

Japan 10 Year Govt Bond Yield Update 19 September 2025

BoJ today. I don't think they know what to do with rates

Ian Reynolds's avatar
Ian Reynolds
Sep 18, 2025
∙ Paid
Share

Yield on 10 year JGB at highest point since the GFC, but way too low at 1.65%.

Since rate cut fever hit on payrolls, market rates have come down, but not for Japan. The backdrop is rates rising this year as central banks cut. Have to say that yields can only go up in Japan unless inflation, at 2.5% currently, collapses.

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Ian Reynolds
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture